ER

Enlightenment Research Portfolio holdings

AUM $45.2M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
-15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.82M
3
+$3.51M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.52%
2 Healthcare 13.48%
3 Consumer Discretionary 12.45%
4 Financials 11.52%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K 0.03%
+300
427
$23K 0.03%
+200
428
$23K 0.03%
+700
429
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+800
430
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+500
431
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+500
432
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+600
433
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+500
434
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+1,200
435
$22K 0.03%
+200
436
$22K 0.03%
+600
437
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+100
438
$22K 0.03%
+1,920
439
$22K 0.03%
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440
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441
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+1,400
442
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+500
443
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+800
444
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+300
445
$21K 0.03%
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446
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447
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+497
448
$21K 0.03%
+800
449
$21K 0.03%
+300
450
$21K 0.03%
+302
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